Brian M. Kirkpatrick

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CRD#: 2280883

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Brian Michael Kirkpatrick, CFA was a registered financial professional .

Brian is a previously registered financial professional and started their career in finance in 1997. Brian had worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BRIDGES TRUST COMPANY, 13333 CALIFORNIA ST SUITE 500 OMAHA NE 68154, SENIOR VICE PRESIDENT, INVESTMENT RELATED, 8/1992, 20/MTH, 16/TRDG, RELATIONSHIP & PORTFOLIO MANAGEMENT; BRIDGES TRUST COMPANY OF SOUTH DAKOTA, INVESTMENT RELATED, 600 STEVENS PORT DR #140, DAKOTA DUNES, SD 57049, TRUST COMPANY, SENIOR VICE PRESIDENT, 1/2021, 5/MTH, 5/MTH, RELATIONSHIP & PORTFOLIO MANAGEMENT.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Past

February 11, 2000 - June 30, 2024

BRIDGES INVESTMENT MANAGEMENT INC

RIA

CRD#: 108028

OMAHA, NE

Past

August 4, 1999 - December 31, 2013

BRIDGES INVESTMENT ADVISERS

RIA

CRD#: 105687

OMAHA, NE

Past

April 14, 1997 - August 30, 2017

BRIDGES INVESTMENT COUNSEL INC

RIA

CRD#: 105692

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA

Registered Investment Advisory firm - (12/9/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/24/1997

Uniform Investment Adviser Law Examination

Current Firm

BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT MANAGEMENT INC | BRIDGES TRUST

CRD#: 108028 / SEC#: 801-57056

RIA

Registered Investment Advisory firm - (12/9/1999 Approved)

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Contact information

Main Address

13333 California St Suite 500, Omaha, NE 68154

Mailing Address

Po Box 542021, Omaha, NE 68154-8021

Phone number

(402) 397-4700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A BROCHURE (3/31/2025)

ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,870
AUM (Assets Under Management)	$ 10,380,538,213

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/13/2025	Cover Page	Report
12/20/2024	Cover Page	Report
11/28/2023	Cover Page	Report
10/27/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brian M. Kirkpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BRIDGES INVESTMENT MANAGEMENT INC

BRIDGES INVESTMENT ADVISERS

BRIDGES INVESTMENT COUNSEL INC

Primary Firm SEC Registration

BRIDGES INVESTMENT MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/24/1997

Current Firm

BRIDGES INVESTMENT MANAGEMENT INC

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BRIDGES INVESTMENT MANAGEMENT INC

TRUST BUT VERIFY

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